South Korea

South Korea's real GDP expanded by a solid 3.9% y-o-y and a seasonally-adjusted 1.3% q-o-q in Q111, with net exports a key growth driver. Nonetheless, we highlight that the South Korean... 2011-04-27

The Korean won (KRW) finally broke above its key KRW1,100/US$ resistance level on March 31, prompting us to turn outright bullish on the unit. Appreciatory pressures on the currency... 2011-04-01

Although the European parliament has approved the Korea-EU free trade agreement (FTA), domestic politics have delayed ratification procedures on the South Korean end, keeping the agreement... 2011-04-01

BMI View: Rather than see an Egyptian-style popular uprising, it is more likely that North Korea could eventually face a regional rebellion, taking it to the brink of civil war. Regardless,... 2011-03-24

BMI View: Japan's devastating earthquake and tsunami could pose downside risks to South Korea's economic growth. In terms of sectors, the nuclear and tourism industries should be... 2011-03-16

North Korea warned on February 27 that it would open fire on South Korea if the latter continues sending helium balloons carrying leaflets and other propaganda that encourage anti-government... 2011-03-04

BMI View: North Korea is likely to carry out more provocations in the region over the coming months, as the regime moves to shore up heir apparent Kim Jong Un's political position.... 2011-03-04

BMI View: South Korea's seasonally-adjusted unemployment rate inched up to 3.6% in January from 3.5% in December. While continued expansion in industrial output should help support... 2011-03-04

BMI View: Egypt's sudden upsurge in political unrest has served as a major warning to authoritarian leaders around the world that even solid regimes can come a cropper. While there... 2011-02-03

South Korea accepted North Korea's offer to conduct high-level military discussions on January 20, and talks will likely be held in February. This will be the first such meeting since... 2011-02-02